Account portfolio

Manage account relationships, pipeline risk, and next steps.

Systems synced Salesforce + Stripe + Customer.io, 09:42

Managed accounts 0 +32 this month

Open opportunities 0 14 critical touchpoints

Forecasted pipeline 0 +18% forecast

Pending follow-ups 0 9 close today

Pipeline

Opportunity review

Discovery 22

Proposal 18

Signature 9

Success 37

Buying committee

Atlas Finance

Health 94

Finance is waiting for the total cost of ownership comparison before procurement review.

Live feed

Recent activity

Mutual action plan approved Atlas Finance, 11:42

Executive sponsor task opened Pulse Health, 10:18

Post-sale meeting scheduled Nova Retail, 09:54

Connected systems Salesforce HubSpot Stripe Customer.io Segment

Controls SAML SSO RBAC Audit logs DPA ready

Company context

MavenBridge CRM is being prepared for early revenue teams and implementation partners.

The workspace is in private beta, with product access focused on invited teams, implementation reviews, and demo-led evaluation.

Primary product domain mavenbridgecrm.com

Used for product access, demo requests, account communication, and sending-domain authentication.

Company correspondence mavenbridge.io

Used for general company and vendor correspondence while the CRM product domain is rolled out.

Email audience Opt-in business contacts

Demo requests, invited beta participants, product evaluators, and existing business relationships only.

Operating workflow

Keep account ownership, tasks, and renewal risk in the same operating model.

Sales, customer success, and leadership teams work from the same account record with clear ownership and audit-ready context.

01 Prioritize

Accounts are ranked by health, revenue impact, renewal date, and open contact gaps.

02 Route

Tasks are tied to an owner, deadline, source system, and related decision-maker.

03 Measure

Pipeline, renewal, and team activity update in one consistent reporting language.

Integration layer

Keep customer data usable without rebuilding your stack.

MavenBridge maps account, billing, product, and lifecycle events into one operational record with clear source ownership.

Source Status Last sync

Salesforce Healthy 09:42

Customer.io Healthy 09:40

Stripe Healthy 09:37

Segment Review 08:58

Field-level mapping

Define which system owns company fields, lifecycle stages, revenue values, and consent state.

Sync conflict review

Surface duplicate accounts, stale owners, and mismatched billing data before reports drift.

Outbound webhooks

Send account health, expansion stage, and risk events into the tools your teams already use.

Security and governance

Built for teams that need approval from RevOps, security, and legal.

Access, retention, and operational changes are visible by default, so implementation reviews do not rely on screenshots and trust.

SSO and role-based access

Manage team access with SAML SSO, SCIM-ready provisioning, workspace roles, and account-level permissions.

Audit trail

Track field edits, owner changes, task completion, exports, and integration sync events with timestamps.

Data controls

Support retention rules, consent fields, deletion workflows, and export logs for privacy operations.

Security review package

Share architecture notes, subprocessors, DPA materials, and SOC 2 evidence exports during vendor review.

Team coverage

See ownership, portfolio load, and contact freshness without switching tools.

Owner Portfolio Risk Last touch

Nina YatesEnterprise AE 42 accounts Low 18 min ago

Evan AdamsCustomer Success 67 accounts Medium 1 hour ago

Sara AllenRevenue Ops 128 records Low Now

Executive reporting

Forecast quality and customer health stay visible before the quarter closes.

Jan Feb Mar Apr May

$3.4M Weighted opportunity expected this quarter

92 Average customer health score

Demo request